Informed Investing

Duración total:17 h 26 min
Ep. 107: The Distribution Rate Is the Easy Part — What Actually Backs the Yield
Informed Investing
20:15
Ep. 106: What Actually Backs a Dividend — KHC's 6% Test, Realty Income, and the Value Traps
Informed Investing
24:26
Ep. 105: Read What's Under the Yield — Coverage, Cuts & the 2026 Dividend Rotation
Informed Investing
23:35
Ep. 104: Read What's Under the Hood of the Yield — NAV Erosion, Return of Capital & What You Actually Keep
Informed Investing
22:30
Ep. 103: The Yield Is Only Half the Story — Total Return, NAV Erosion & What You Actually Keep
Informed Investing
22:48
Ep. 102: Where Dividend Money Is Actually Working — Total Return vs. Yield, the Value Rotation, and Durable Income
Informed Investing
20:16
Ep. 101: The Yield Is Only Half the Story — Total Return, Coverage, and What's Under the Hood (O, HDV, QQQI, CSHI, AMCR, Vanguard)
Informed Investing
23:18
Ep. 100: Your Index Got Concentrated — The Income Playbook (OVL, CSHI, Tap Alpha, ABBV vs LLY, KMB)
Informed Investing
24:00
Ep. 99: The Yield Truth — Is the Income Real? QQQI's 97% ROC, SCHD vs the S&P, Realty Income, and Pfizer's 7%
Informed Investing
22:23
Ep. 98: Is the Payout Covered? 3M's Rising Ratio, JPMorgan's Buyback Tilt, SCHD vs Rates, and Where the Yield Risk Hides
Informed Investing
29:03
Ep. 97: Is the Yield Real? DDDD vs SCHD, Verizon's 20-Year Streak, CHPY's Semis, and the Payout-Ratio Question
Informed Investing
25:04
Ep. 96: The Honest Math on Income — SCHD vs VIG, Covered-Call Yields, and Dividend Kings on Sale
Informed Investing
18:59
Ep. 95: Honest Math on Income — Covered Dividends, Real Yields, and the 20% Trap
Informed Investing
24:17
Ep. 94: Durable Retiree Income — Real Bargains vs Yield Traps
Informed Investing
23:23
Ep. 93: Buying What Wall Street Abandoned — Dividend Bargains, Monthly Income, and a Media Breakup
Informed Investing
21:22
Ep. 92: The Honest Math of Income — From 1% to 100% Yields, and What Actually Survives
Informed Investing
21:46
Ep. 91: The Honest Math of Income — VOO's Hidden AI Bet, the Rotation Trade, Covered-Call Yield & Where Durable Income Hides
Informed Investing
10:48
Ep. 90: The Honest Math of Income — Thin Dividend Coverage, Bond Yields That Lie, Premium Compression & Where Income Is Hiding
Informed Investing
22:08
Ep. 89: The Strategic Dividend Playbook — Growth Engine, High-Yield Income, Tax-Smart Placement & Where Value's Hiding
Informed Investing
19:02
Ep. 88: Build It Right — The Dividend-Growth Core, Honest Income Math & Buying With a Margin of Safety
Informed Investing
23:59
Ep. 87: Quality Dividends vs. the High-Yield Trap — Kings & Aristocrats (PEP, SPGI, BMI, VZ) and the Honest Truth About Income ETFs (§1256, NAV, Option Drag)
Informed Investing
17:59
Ep. 86: Building a Dividend Core — SCHD vs VOO, the Anchor That Survives a Crash, Quality on Sale (MSFT & ADP) & the Honest Income Zoo
Informed Investing
21:47
Ep. 85: Manufacturing Durable Income — 60-Year Dividend Kings, the $10K-to-$300/Month Blueprint, OVL's Put-Spread Edge & the High-Yield 'Zoo'
Informed Investing
19:14
Ep. 84: Real Income in a Low-Yield, Late-Cycle Market — Small-Cap Rotation, Defensive Dividends, VIG Over Headline Yield & Covered-Call Income Without the NAV Bleed
Informed Investing
55:57
Ep. 83: Income When the Index Yield Dies — 15% Covered-Call ETFs, High Yield Without NAV Decay, Safe Dividend Growth & Reading the Late Cycle
Informed Investing
20:35
Ep. 82: High Yield Without the Hangover — Tax-Smart Covered-Call & 0DTE Income ETFs, Genuinely Safe Dividends & Drawdown-Proofing
Informed Investing
62:58
Ep. 81: Current Income Without Wrecking Your Capital — Next-Gen Covered-Call ETFs, 6% Bond Income & Dividend Growth on Sale
Informed Investing
13:39
Ep. 80: Durable Income — Total Return Over Headline Yield, Dividend Growth on Sale & the '13% Daily Dividend' Trap
Informed Investing
20:47
Ep. 79: Income With Discipline — Asset Location, the Covered-Call Arms Race & Where Durable Yield Actually Lives
Informed Investing
19:53
Ep. 78: Quality Over Yield — The Case for Dividends, the High-Yield Illusion & Where Durable Income Actually Lives
Informed Investing
25:59
Ep. 77: Real Income vs. the High-Yield Illusion — YieldMax's NAV Melt, Tax-Smart Income & Quality Dividend Growers
Informed Investing
44:42
Ep. 76: Cheap Blue-Chip Dividends, the International ETFs Beating SCHD & the Options-Income Boom — Plus the Yield Traps to Avoid
Informed Investing
22:31
Ep. 75: The S&P's 1800s-Low Yield, the Income-ETF Shakeout & What to Buy Instead of VOO and QQQ
Informed Investing
51:18
Ep. 74: Dividend Traps to Dodge, the Covered-Call Weekly-Income Showdown & a Four-Fund Yield-and-Growth Blueprint
Informed Investing
55:46
Ep. 73: High-Yield Names, a Retirement Income Blueprint & the Covered-Call ETF Showdown
Informed Investing
32:25
Ep. 72: Senior Housing REITs, Hidden Value Stocks & NASDAQ Income ETF Showdown
Informed Investing
25:13
Ep. 71: Tactical Covered Calls, BDC Yield Traps & Dividend ETF Upgrades
Informed Investing
24:38
Ep. 70: Realty Income Fortress, Covered Call Playbooks & The QQQI vs QDVO Tax War
Informed Investing
22:44
Ep. 69: Dividend Kings, Healthcare Growth & OBDC at 77 Cents on the Dollar
Informed Investing
21:37
Ep. 68: BDC Bargain Hunting, Three-Bucket Retirement & Top Dividend ETF Picks
Informed Investing
23:15